Popular Cloze + JustCall Workflows
Create Cloze person for new JustCall contact
However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.
Using this JustCall - Cloze integration, anytime a new JustCall contact is created, an Cloze person should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
Update Cloze person from new JustCall event
When Appointment is created in JustCall > Check any condition > Create person in Cloze
When Contact is created in JustCall > Check condition > Create person in Cloze
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Cloze is a relationship management app that helps you keep track of everything about your professional connections. From first meetings, to follow-ups, to sharing photos and stories - Cloze lets you organize it all in one place.
See Cloze IntegrationsJustCall provides you with the ability to deliver consistent customer service across multiple channels, allowing you to deliver a personalised experience that keeps customers coming back again and again.
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